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Arcadia Wealth Management (New Hampshire)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Arcadia Wealth Management (New Hampshire)’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.92M Buy
29,411
+37
+0.1% +$10.6K 2.8% 12
2026
Q1 		$7.69M Buy
29,374
+1,699
+6% +$460K 2.78% 12
2025
Q4 		$7.14M Buy
27,675
+3,001
+12% +$769K 2.66% 11
2025
Q3 		$6.27M Sell
24,674
-1,813
-7% -$450K 2.49% 11
2025
Q2 		$6.28M Buy
26,487
+2,650
+11% +$591K 2.74% 11
2025
Q1 		$5.29M Sell
23,837
-1,150
-5% -$275K 2.61% 11
2024
Q4 		$6M Buy
24,987
+1,012
+4% +$249K 3.04% 10
2024
Q3 		$5.69M Buy
23,975
+1,550
+7% +$352K 2.99% 9
2024
Q2 		$4.89M Buy
22,425
+2,240
+11% +$492K 2.79% 10
2024
Q1 		$4.61M Buy
20,185
+1,397
+7% +$301K 2.84% 10
2023
Q4 		$4.01M Buy
18,788
+1,135
+6% +$219K 2.78% 10
2023
Q3 		$3.34M Buy
17,653
+1,018
+6% +$203K 2.6% 11
2023
Q2 		$3.31M Buy
+16,635
New +$3.14M 2.44% 12

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s VB Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.13% in Q2 2026, buying an estimated $10.6K and bringing the position to 29,411 shares worth $8.92M. The position accounts for 2.8% of the portfolio, ranked #12.

Arcadia Wealth Management (New Hampshire) first reported a position in VB in Q2 2023 and has held it in 13 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 29,411 shares of Vanguard Morningstar Small-Cap ETF worth $8.92M as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) bought 37 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Morningstar Small-Cap ETF made up 2.8% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #12 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.